Are you skilled at developing wealth management strategies? Does financial data excite you?

By the end of your training, you will be expected to perform most, if not all of the functions carried out by senior team members. As a partner you will leverage both communication and analytical skills and work closely with teammates and clients to solve problems. Some tasks may include: portfolio construction and rebalancing, trading, investment manager diligence and evaluation, performance reporting and attribution, preparation of presentation material, as well as developing meaningful client relationships. An important component of this role will be partnering with the team’s strategic planning coordinator to assist in managing the business development effort.

Detailed salary information:
• San Francisco: the salary range for this role is $66500 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.